Do I Still Need an Estate Plan?

In March of 2012, I wrote an article for Ascension Magazine entitled “Do I Need an Estate Plan?” Some of you reading this right now might have read that article a decade ago. (And if you did, have you done your planning yet?) This month, we are going to revisit that article with a few […]

What Recent Tax Laws Mean for Year-End Charitable Giving

A few years ago, when the children in our family became older and gift-giving became harder to navigate, our family switched to making donations to causes that were close to our hearts in another family member’s name. Making a donation to a non-profit organization in someone’s name is a great way to spread cheer this […]

What Recent Tax Laws Mean for Year-End Charitable Giving – by Linda Melancon

What Recent Tax Laws Mean for Year-End Charitable Giving A few years ago, when the children in our family became older and gift-giving became harder to navigate, our family switched to making donations to causes that were close to our hearts in another family member’s name. Making a donation to a non-profit organization in someone’s […]

Transfer on Death Accounts In Louisiana – by Linda Melancon

In most states a “Transfer of Death” account, also known as a “Pay on Death Account” (commonly called a POD or TOD account), is an account at a financial institution that allows payment of the funds in the account to a designated person upon the death of the account holder. As of August 1, 2016, […]

Estate Planning as Self-Care

It may come as no surprise that in April of 2020, the phrase “self-care” hit its peak popularity as a Google search term. Prior to 2016, self-care had not yet entered the collective consciousness, but now it seems nearly inescapable. What comes to mind when you hear that phrase? Is it a bubble bath, a […]